Focused Wealth Management’s Lennar Class A LEN Stock Holding History

Focused Wealth Management’s Portfolio LEN Stock Details LEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-36	Closed	-$3.68K	–	1099
2023 Q1	$3.68K	Buy	+36	New	+$3.48K	﹤0.01%	724
2017 Q4	–	Sell	-420	Closed	-$21K	–	717
2017 Q3	$21K	Hold	420	–	–	0.01%	335
2017 Q2	$21K	Hold	420	–	–	0.01%	374
2017 Q1	$20K	Hold	420	–	–	0.01%	376
2016 Q4	$17K	Hold	420	–	–	0.01%	406
2016 Q3	$17K	Hold	420	–	–	0.01%	382
2016 Q2	$18K	Hold	420	–	–	0.01%	366
2016 Q1	$19K	Hold	420	–	–	0.01%	303
2015 Q4	$20K	Hold	420	–	–	0.01%	319
2015 Q3	$19K	Buy	+420	New	+$20.6K	0.01%	305

Other funds holding LEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Focused Wealth Management's LEN Position: Q2 2023 in Review

Focused Wealth Management sold out of Lennar Class A (LEN) in Q2 2023, closing a stake of 36 shares — an estimated $3.68K sold.

Focused Wealth Management first reported a position in LEN in Q3 2015 and held it in 10 quarters. The position peaked at $21K in Q3 2017. 862 funds tracked by Wall St. Rank hold LEN as of Q2 2023.

Focused Wealth Management reported no remaining Lennar Class A position as of Q2 2023 after selling out during the quarter.
Focused Wealth Management sold 36 Lennar Class A shares in Q2 2023, an estimated $3.68K.
Focused Wealth Management first reported a position in Lennar Class A in Q3 2015 and held it in 10 quarters.
Focused Wealth Management's Lennar Class A position peaked at $21K in Q3 2017.
862 funds tracked by Wall St. Rank held Lennar Class A as of Q2 2023.

Based on Focused Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.